Applying Groups

Groups applied to detail lines in your budget will help organize your data, can quickly suppress lines you no longer want calculated, and help in quickly filtering for reports or sub-budgets.

See Groups for more details on how to setup Groups.

Apply Groups

• In your budget select the Detail line (or lines) you want to apply Groups to
• Open the Apply Tools Pane (if it's not already open)
• Click to select the Gr tab
  • You can also press CMD + 2 on a Mac or CTRL + 2 on a PC to jump to the Group Apply pane
• Click the checkbox next to the Groups you want applied to your selected Detail lines
  • You can also use the UP ARROW, DOWN ARROW and SPACEBAR keys to select and apply Groups when this pane has focus
• Click to close the Apply Tools Pane
  • You can also press CMD + 2 on a Mac or CTRL + 2 on a PC to return to your budget from the Group Apply pane

View Groups

With the Apply Tools Pane open you can see which Groups are applied based on the checked boxes. Use the Filter Applied checkbox to only see Groups that have been checked.

You can search for a specific Group in the Apply Groups pane by typing the Group name in the search box.

Group Colors

In Groups Setup you can select a color for each group to display in the budget. The text for any detail line will be colored to match the selected color for the Group with the highest color Priority applied to the line. If no Groups are applied with a Priority, then the color will be based on the last Group that is applied to the line.

You can also view the list of Groups applied to each line by enabling the Groups Column, using the menu button (three dots) to add that column.

Suppressing Groups

Use the InBT column in the Groups Setup Table to toggle whether or not those associated Detail lines are suppressed. They will be marked with a light grey color and not included in budget calculations or totals.